Clear Perspective Advisors’s UnitedHealth UNH Stock Holding History

Clear Perspective Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.25M	Buy	2,492 +324	+15%	+$147K	0.38%	46
2021 Q3	$847K	Sell	2,168 -213	-9%	-$88.2K	0.29%	64
2021 Q2	$953K	Buy	2,381 +191	+9%	+$76.2K	0.33%	59
2021 Q1	$815K	Sell	2,190 -34	-2%	-$11.8K	0.32%	65
2020 Q4	$780K	Buy	2,224 +90	+4%	+$30.2K	0.32%	57
2020 Q3	$359	Buy	+2,134	New	+$655K	0.17%	100
2020 Q2	–	Sell	-1,106	Closed	-$276K	–	130
2020 Q1	$276K	Sell	1,106 -537	-33%	-$148K	0.18%	91
2019 Q4	$483K	Sell	1,643 -1,788	-52%	-$468K	0.3%	82
2019 Q3	$792K	Buy	3,431 +1,693	+97%	+$409K	0.36%	60
2019 Q2	$424K	Sell	1,738 -267	-13%	-$64.2K	0.27%	89
2019 Q1	$443K	Buy	+2,005	New	+$511K	0.31%	86
2018 Q3	–	Sell	-462	Closed	-$113K	–	412
2018 Q2	$113K	Sell	462 -198	-30%	-$47.5K	0.08%	183
2018 Q1	$108K	Buy	660 +508	+334%	+$116K	0.08%	179
2017 Q4	$34K	Buy	152 +75	+97%	+$15.9K	0.03%	255
2017 Q3	$15K	Hold	77	–	–	0.01%	314
2017 Q2	$14K	Hold	77	–	–	0.01%	317
2017 Q1	$13K	Sell	77 -132	-63%	-$21.6K	0.01%	303
2016 Q4	$33K	Buy	+209	New	+$31.2K	0.02%	236

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's UNH Position: Q4 2021 in Review

Clear Perspective Advisors increased its UnitedHealth (UNH) stake by 15% in Q4 2021, buying an estimated $147K and bringing the position to 2,492 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #46.

Clear Perspective Advisors first reported a position in UNH in Q4 2016 and has held it in 18 quarters since. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Clear Perspective Advisors held 2,492 shares of UnitedHealth worth $1.25M as of Q4 2021.
Clear Perspective Advisors bought 324 UnitedHealth shares in Q4 2021, an estimated $147K.
UnitedHealth made up 0.38% of Clear Perspective Advisors's portfolio in Q4 2021, its #46 holding.
Clear Perspective Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 18 quarters since.
2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.